Foresight Wealth Management’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Foresight Wealth Management’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,000	Closed	-$204K	–	120
2022 Q2	$204K	Sell	4,000 -3,600	-47%	-$188K	0.04%	96
2022 Q1	$417K	Hold	7,600	–	–	0.08%	77
2021 Q4	$450K	Hold	7,600	–	–	0.01%	85
2021 Q3	$456K	Hold	7,600	–	–	0.09%	77
2021 Q2	$460K	Hold	7,600	–	–	0.1%	80
2021 Q1	$450K	Sell	7,600 -7,040	-48%	-$426K	0.11%	80
2020 Q4	$905K	Sell	14,640 -300	-2%	-$18.4K	0.24%	44
2020 Q3	$909K	Sell	14,940 -33,965	-69%	-$2.07M	0.3%	40
2020 Q2	$2.95M	Sell	48,905 -91,178	-65%	-$5.31M	1.35%	12
2020 Q1	$7.69M	Buy	140,083 +5,540	+4%	+$320K	5.3%	5
2019 Q4	$7.8M	Buy	134,543 +21,267	+19%	+$1.23M	4.8%	5
2019 Q3	$6.56M	Buy	113,276 +11,834	+12%	+$680K	4.73%	3
2019 Q2	$5.78M	Buy	101,442 +63,304	+166%	+$3.51M	4.37%	4
2019 Q1	$2.1M	Buy	+38,138	New	+$2.05M	1.83%	17

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MYLI

Meiji Yasuda Life Insurance Tokyo, Japan $3.01B AUM 7.86% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Foresight Wealth Management's IGIB Position: Q3 2022 in Review

Foresight Wealth Management sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q3 2022, closing a stake of 4,000 shares — an estimated $204K sold.

Foresight Wealth Management first reported a position in IGIB in Q1 2019 and held it in 14 quarters. The position peaked at $7.8M in Q4 2019. 485 funds tracked by Wall St. Rank hold IGIB as of Q3 2022.

Foresight Wealth Management reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Foresight Wealth Management sold 4,000 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q3 2022, an estimated $204K.
Foresight Wealth Management first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2019 and held it in 14 quarters.
Foresight Wealth Management's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $7.8M in Q4 2019.
485 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q3 2022.

Based on Foresight Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.